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MC NYSE

Moelis & Company
1W: +2.2% 1M: +9.9% 3M: +28.9% YTD: +0.4% 1Y: +22.3% 3Y: +98.3% 5Y: +69.4%
$70.31
-0.47 (-0.66%)
 
Weekly Expected Move ±4.0%
$62 $65 $68 $71 $73
NYSE · Financial Services · Financial - Capital Markets · Alpha Radar Buy · Power 66 · $5.3B mcap · 74M float · 1.57% daily turnover · Short 66% of daily vol

🏦 Institutional Activity

Latest: Q1 2026
454
Institutions Holding
+1 vs prior
80.5%
Ownership
-17.57%
56 New
148 Increased
208 Reduced
89 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-02-19 Riehl Nick officer: principal accounting officer F-Tax Withholding 25 $62.73 $2K Filing
2026-02-19 WATANABE OSAMU R. officer: general counsel, secretary S-Sale 2,765 $62.23 $172K Filing
2026-02-19 WATANABE OSAMU R. officer: general counsel, secretary F-Tax Withholding 1,604 $62.73 $101K Filing
2026-02-19 WATANABE OSAMU R. officer: general counsel, secretary M-Option Exercise 9,219 $— $0 Filing
2026-02-19 Pilcher Ciafone Katherine officer: chief operating officer F-Tax Withholding 850 $62.73 $53K Filing
2026-02-19 Pilcher Ciafone Katherine officer: chief operating officer M-Option Exercise 4,885 $— $0 Filing
2026-02-19 Cantor Eric officer: vice chairman, md F-Tax Withholding 14,225 $62.73 $892K Filing
2026-02-19 Cantor Eric officer: vice chairman, md M-Option Exercise 32,368 $— $0 Filing
2026-02-19 Callesano Christopher officer: chief financial officer F-Tax Withholding 1,114 $62.73 $70K Filing
2026-02-19 Callesano Christopher officer: chief financial officer M-Option Exercise 2,179 $— $0 Filing
2025-12-05 Cantor Eric officer: vice chairman, md F-Tax Withholding 668 $66.45 $44K Filing
2025-12-04 Shropshire Kenneth director A-Grant/Award 21 $— $0 Filing
2025-12-04 Worrell Laila director A-Grant/Award 14 $— $0 Filing
2025-12-04 Shropshire Kenneth director A-Grant/Award 17 $— $0 Filing
2025-12-04 Shropshire Kenneth director A-Grant/Award 2 $— $0 Filing
2025-12-04 Worrell Laila director A-Grant/Award 17 $— $0 Filing
2025-12-04 Worrell Laila director A-Grant/Award 20 $— $0 Filing
2025-12-04 Mirrer Louise director A-Grant/Award 17 $— $0 Filing
2025-12-04 Mirrer Louise director A-Grant/Award 0 $— $0 Filing
2025-12-04 Mirrer Louise director A-Grant/Award 12 $— $0 Filing
2025-12-04 Barker Thorold director A-Grant/Award 16 $— $0 Filing
2025-10-30 MOELIS KENNETH officer: executive chairman M-Option Exercise 73 $— $0 Filing
2025-09-18 Worrell Laila director A-Grant/Award 14 $— $0 Filing
2025-09-18 Worrell Laila director A-Grant/Award 17 $— $0 Filing
2025-09-18 Barker Thorold director A-Grant/Award 13 $— $0 Filing

🏛️ Congressional Trades

1 records
Date Politician Chamber Type Amount Filing
2019-01-09 Donna Shalala House Sell $1,001 - $15,000 Filing

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
BlackRock, Inc. 8,802,109 $502M -7,699 2026-03-31 Filing
KAYNE ANDERSON RUDNICK INVESTMENT MANAGE 5,777,773 $329M -255,982 2026-03-31 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 4,628,683 $264M +4,628,683 2026-03-31 Filing
WASATCH ADVISORS LP 3,742,624 $213M +310,001 2026-03-31 Filing
VANGUARD CAPITAL MANAGEMENT LLC 3,315,040 $189M +3,315,040 2026-03-31 Filing
STATE STREET CORP 2,921,129 $167M +64,750 2026-03-31 Filing
LONDON CO OF VIRGINIA 2,903,947 $166M -158,032 2026-03-31 Filing
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,703,182 $154M -491,297 2026-03-31 Filing
GEODE CAPITAL MANAGEMENT, LLC 2,169,253 $124M +83,667 2026-03-31 Filing
AMERIPRISE FINANCIAL INC 2,147,192 $122M -530,976 2026-03-31 Filing
HighTower Advisors, LLC 1,785,339 $102M +399,647 2026-03-31 Filing
Madison Asset Management, LLC 1,773,735 $101M +555,557 2026-03-31 Filing
GOLDMAN SACHS GROUP INC 1,755,018 $100M -121,560 2026-03-31 Filing
TIMUCUAN ASSET MANAGEMENT INC/FL 1,514,701 $86M +108,905 2026-03-31 Filing
Channing Capital Management, LLC 1,308,095 $75M +1,074,563 2026-03-31 Filing
DIMENSIONAL FUND ADVISORS LP 1,277,774 $73M +61,130 2026-03-31 Filing
JONES FINANCIAL COMPANIES LLLP 1,290,540 $70M +1,288,222 2026-03-31 Filing
NOMURA ASSET MANAGEMENT INTERNATIONAL IN 1,193,768 $68M +1,193,768 2026-03-31 Filing
JPMORGAN CHASE & CO 1,177,612 $65M +151,719 2026-03-31 Filing
Fisher Asset Management, LLC 1,028,637 $59M +571,745 2026-03-31 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms